Investment Services

While the services listed of financial planners may look somewhat alike on the surface, the actual service a client receives can vary greatly.  And personalized service is where I strive to add value to my clients.  My goal is to establish long-term personal relationships with my clients in which trust is developed.  And through that trust a commitment is made of working together to accomplish the financial goals that you as a client desire.

My clients include both businesses and individuals with services under the following categories:

Investment Planning:

  • Establishing financial goals and objectives
  • Determining an investment budget
  • Evaluating investment strategies
  • Determining which investment vehicles are appropriate

Retirement Planning:

  • Determine how much you will need to retire comfortably and at what age
  • Prioritizing retirement plan contribution options
  • How to invest and manage retirement assets
  • Evaluating distribution options upon retirement
  • Planning for mandatory distributions

College Planning:

  • Projecting college costs and determining how much to save
  • Comparison of registration options
  • Evaluating various funding vehicles
  • Reviewing taxation issues of investment choices

Estate Planning:

  • Minimizing federal estate and gift taxes
  • Transferring of assets to heirs
  • Employing techniques in order to avoid administrative expenses and delays on assets being transferred
  • Charitable giving while protecting heirs’ inheritances